Wealthbuilder Mutual Fund Financials

WEACX -  USA Fund  

USD 23.50  0.04  0.17%

Understanding current and past Wealthbuilder Equity Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Wealthbuilder Equity's financial statements are interrelated, with each one affecting the others. For example, an increase in Wealthbuilder Equity's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Wealthbuilder Equity's financials over time to get the whole picture.
Use fundamental data analysis to validate all available financial indicators of Wealthbuilder Equity to find out if markets are presently mispricing the fund. We were able to break down eleven available indicators for Wealthbuilder Equity, which can be compared to its rivals. Please utilize Wealthbuilder Equity one year return and minimum initial investment to make a decision on whether Wealthbuilder Equity is priced some-what accurately. Use Wealthbuilder Equity to enhance returns of your portfolios. The fund experiences a normal upward fluctuation. Check odds of Wealthbuilder Equity to be traded at $24.68 in 90 days.

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With this module, you can analyze Wealthbuilder financials for your investing period. You should be able to track the changes in Wealthbuilder Equity individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 1
Wealthbuilder Equity has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Wealthbuilder Equity mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Wealthbuilder Equity's official financial statements usually reflect Wealthbuilder Equity's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Wealthbuilder Equity. For example, before you start analyzing numbers published by Wealthbuilder accountants, it's critical to develop an understanding of what Wealthbuilder Equity's liquidity, profitability, and earnings quality are in the context of the Wells Fargo Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Wealthbuilder Equity, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Wealthbuilder Equity Company Summary

Wealthbuilder Equity competes with Mutual Shares, MFS Aggressive, Nationwide Investor, Invesco Oppenheimer, and Hotchkis Wiley. The investment seeks long-term capital appreciation with no emphasis on income. Wealthbuilder Equity is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressWells Fargo Funds
Mutual Fund FamilyWells Fargo Funds
Mutual Fund CategoryAllocation--85%+ Equity
Phone800 222 8222
CurrencyUSD - US Dollar

Wealthbuilder Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Wealthbuilder Equity's current stock value. Our valuation model uses many indicators to compare Wealthbuilder Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wealthbuilder Equity competition to find correlations between indicators driving Wealthbuilder Equity's intrinsic value. More Info.
Wealthbuilder Equity is rated below average in net asset among similar funds. It is presently regarded as number one fund in three year return among similar funds . The ratio of Net Asset to Three Year Return for Wealthbuilder Equity is about  67,008,608 

Wealthbuilder Equity Systematic Risk

Wealthbuilder Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wealthbuilder Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Wealthbuilder Equity correlated with the market. If Beta is less than 0 Wealthbuilder Equity generally moves in the opposite direction as compared to the market. If Wealthbuilder Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wealthbuilder Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wealthbuilder Equity is generally in the same direction as the market. If Beta > 1 Wealthbuilder Equity moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Wealthbuilder Equity Financials

What exactly are Wealthbuilder Equity Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Wealthbuilder Equity's income statement, its balance sheet, and the statement of cash flows. Potential Wealthbuilder Equity investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Wealthbuilder Equity investors may use each financial statement separately, they are all related. The changes in Wealthbuilder Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Wealthbuilder Equity's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Wealthbuilder Equity is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--85%+ Equity category is currently estimated at about 14.97 Billion. Wealthbuilder Equity holds roughly 467.05 Million in net asset claiming about 3% of funds in Allocation--85%+ Equity category.

Wealthbuilder Equity September 18, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Wealthbuilder Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wealthbuilder Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wealthbuilder Equity based on widely used predictive technical indicators. In general, we focus on analyzing Wealthbuilder Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wealthbuilder Equity's daily price indicators and compare them against related drivers.
Downside Deviation0.7477
Information Ratio0.0129
Maximum Drawdown4.17
Value At Risk(1.21)
Potential Upside1.09
Check out Your Current Watchlist. Note that the Wealthbuilder Equity information on this page should be used as a complementary analysis to other Wealthbuilder Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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When running Wealthbuilder Equity price analysis, check to measure Wealthbuilder Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wealthbuilder Equity is operating at the current time. Most of Wealthbuilder Equity's value examination focuses on studying past and present price action to predict the probability of Wealthbuilder Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wealthbuilder Equity's price. Additionally, you may evaluate how the addition of Wealthbuilder Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wealthbuilder Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine Wealthbuilder Equity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wealthbuilder Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.